This task can be performed using DashLabs
The go-to place for VCs to kickstart CRM reporting
Best product for this task

DashLabs
analytics
DashLabs is the go-to place for VCs to kickstart CRM reporting. VC Platform and Operation teams use it to go from lack of reporting ideas to investor-ready dashboards in minutes. DashLabs offers the largest CRM reporting library with more than a century of reporting best practices leading VCs trust to successfully run and improve their operations. Sign up and solve your teams CRM reporting for Dealflow, LP-Tracking, Portfolio Support, Relationship Management and many more…

What to expect from an ideal product
- Transforms scattered CRM data into polished investor dashboards in just a few clicks
- Offers ready-to-use templates based on proven VC reporting practices
- Tracks key metrics like dealflow, LP relationships, and portfolio performance all in one place
- Saves hours of setup time by providing pre-built reporting layouts trusted by top VCs
- Makes complex data easy to understand with clean, professional dashboard designs